Understanding Performance & Risk in Your Investments
The video below is a performance summary video from one of the Process Portfolios I manage, called the Market Income Portfolio.
It’s a solid portfolio – stable, consistent but not spectacular, light on risk versus just plunking down your dollar on an index fund or funds. A great illustration for discussing how to think about risk and performance.
Enjoy, share, and shoot me any questions or comments via email or the contact page. If you have a great question, I’ll post it and the response for everyone to benefit from.
See below and enjoy.